[Remote] Director, Revenue Operations

Note: The job is a remote job and is open to candidates in USA. Wealth.com is the industry’s leading AI Wealth Management platform, empowering financial advisors with modern estate planning solutions. The Director of Revenue Operations will design and manage the systems and automation that drive client acquisition, conversion, and retention, working closely with sales, marketing, and finance teams.ResponsibilitiesDesign and own the full GTM tech stack: Salesforce, Gong, DealHub, Outreach, ChiliPiper/Qualified, and the automation layer connecting themBuild and maintain integrations, data flows, and workflow automations that reduce manual work and eliminate gaps between systemsEvaluate, pilot, and operationalize new tools including AI-native products as the stack evolvesOwn routing logic, lead-to-account matching, SLA enforcement, and inbound orchestration across ChiliPiper and/or QualifiedBuild LLM-assisted workflows that augment rep capacity including automated call summaries, deal scoring, enrichment pipelines, and follow-up draftsApply prompt engineering to build repeatable AI workflows that sales, ops, and CS teams can actually useStay current on AI tooling (Gong AI, Salesforce Einstein, etc.) and evaluate what belongs in the stackBuild scalable approval workflows and deal playbooks in DealHub that balance speed with risk managementOwn and maintain the pricing model, discount schedules, and packaging tiers with governance to ensure consistency across the teamAnalyze win/loss data and competitive dynamics to inform pricing strategy alongside leadershipOwn the integrity of Salesforce including data standards, hygiene, object model, and governanceBuild reports and dashboards that surface pipeline health, deal velocity, and revenue trendsPartner with leadership to close gaps in the data model and improve attribution visibilityAutomate manual data workflows to reduce errors and free up rep capacitySkills4-8 years in Revenue Operations, Sales Operations, or a similar function at a B2B SaaS companyDeep Salesforce proficiency. You build reports, manage objects, and diagnose data issues independentlyGong expertise. You configure trackers, build scorecards, and extract deal and coaching intelligenceDemonstrated experience building automations and integrating systems across a multi-tool GTM stackStrong communication. You can translate technical architecture for sales reps and executives equallyExperience with DealHub, Outreach, ChiliPiper, and/or QualifiedBackground deploying AI-assisted workflows in a sales or revenue contextFamiliarity with BI tools (Omni, Looker, or similar)Experience in fintech, or wealth managementTrack record of leading tool rollouts and driving adoption with the sales teamBenefitsExcellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees100% company-paid basic life insurance, short-term and long-term disability insurance100% paid parental leave upon eligibilityCompany equity managed through Carta401k with match and 100% vesting upon hireGenerous PTO that grows with you — Start with 15 days of vacation your first year, increasing annually up to 20 days, so your time off scales as your career does.Flexible, use-it-your-way vacation — Take time off in as little as one-hour increments, we encourage you to take time to relax and recharge each year.Take time off for holidays — and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.Free estate planning!Company OverviewWealth.com provides an AI-powered platform that helps wealth management firms deliver estate and tax planning. It was founded in 2022, and is headquartered in Tempe, Arizona, USA, with a workforce of 51-200 employees. Its website is https://wealth.com.